Many of the most impactful strategies for affluent families have year-end deadlines. Often, decisions in one area of your financial life ripple into others, potentially amplifying or undermining your outcomes.
The families who benefit most heading into a new year are those who sequence these moves proactively and collectively.
The Women’s Forum, Powered by Creative Planning, is delighted to extend an invitationfor a webinar, hosted by our colleagues within Creative Planning, on why timing and coordination of yearend financial strategies drive better year-end outcomes.
Topics covered will include:
- Estate planning – Why certain gifting and trust strategies become more urgent and valuable as December 31 approaches
- Retirement planning – How contribution timing, conversion decisions and distribution requirements interact with your current-year tax position
- Charitable giving – Why when and what you give can matter as much as the amount
- Investment management – How year-end portfolio decisions affect what you keep and owe
- Real estate – Why property transactions have planning windows that demand advance preparation
Creative Planning, helps affluent families coordinate time-sensitive strategies within their broader financial plan. This session is for women who want to make the most of their financial opportunities before year-end.
DETAILS:
- Date: Wednesday, October 21
- Time:12 – 12:45pm CT
- REGISTER TODAY!
Please let us know if you would like to have a conversation or email us with any questions at [email protected].
Please let us know if you would like to have a conversation with us. Email the Women’s Forum with any questions at womensforum@creativeplanning.com!
